Anthony
Longo
Caitlin John
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About this Advisor
Anthony Longo is a financial advisor based in Tampa, Florida, working with Caitlin John. Anthony has previously held positions at Caitlin John, LLC, Kingsbury Financial Advisors, Ro Hyde Park, Union New American, Steelbach, Boca, University Of Tampa, Swift Middle School, Watertown High School, and Springfield College. Anthony has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Anthony is part of Caitlin John, which operates out of Tampa, Florida. The firm has 15 offices and 24 employees. The firm manages assets totaling $143.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Caitlin John includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Caitlin John Brokerage Details
$143,336,224
24
948
$151,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Anthony Longo Work History
Caitlin John, LLC
Kingsbury Financial Advisors
Ro Hyde Park
Union New American
Steelbach
Boca
University Of Tampa
Springfield College
Watertown High School
Swift Middle School
Disclosures
Please visit the SEC profile of Anthony Longo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Caitlin John
Tampa, FL
Tampa, FL
Brighton, MI
Brighton, MI
Del Mar, CA
Brighton, MI
Brighton, MI
Brighton, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
